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| Provider | Service type | Compensation |
|---|---|---|
ANTHONY M PONTARELLI CPA LLC2+ years Filed as: ANTHONY SIDOTI Service code 30 · EIN 23-7356773 | Employee (plan); Direct payment from ... | $55,545 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
SLEVIN & HART, P.C.2+ years Service code 29 · EIN 52-1708613 | Legal | $43,324 |
PATRICIA DEPASCALE2+ years Service code 30 · EIN 23-7356773 | Employee (plan); Direct payment from ... | $41,520 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $36,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $31,988 |
BREEZIN HVAC, INC.1 year Service code 49 654 SHARROTTS ROAD · STATEN ISLAND, NY 10309 | Other Services | $28,010 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $21,666 |
WILLIAM BLAIR2+ years Filed as: WILLIAM DISTELCAMP Service code 20 · EIN 23-7356773 | Trustee (individual); Direct payment ... | $13,240 |
DOMENICK ORLANDO2+ years Service code 20 · EIN 23-7356773 | Trustee (individual); Direct payment ... | $11,101 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 12.86% | 15.47%-2.6pp | 14.20%-1.3pp | 10.21%+2.6pp |
| Employer contribution / active EE | $26,896 | $36,160-25.6% | $27,968-3.8% | $42,272-36.4% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |